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On the eve of earnings and the “It’s been way too long” special event, it’s time to look back a few years and forward a few quarters. The instrument chosen is Apple’s income statement viewed in Perspective flows. Watch…
Show #1: The Future of the Internet and Everything Part 1: The Internet is dead, long live the Internet The data shows the Internet growth will go through an inflection point. Should we panic or celebrate? Watch the…
Fresh off of back-to-back AirShows, Horace discusses the future of his “cinematographic” presentation style and announces Airshow World Tour. We also look at episode #103’s prescient prediction of Amazon’s move into…
Using interactive graphics and narration, this latest Apple Earnings Review discusses Apple’s performance in relation of its historic performance as well as to expectations (published in the Preview) on the following…
Anders Brownworth and I got together on a Perspective airshow and recorded our conversation about Apple’s performance this quarter. We packaged it as a downloadable Padcast which you can listen to while looking at the…
Horace investigates asymmetric organization structure, and how Apple’s functional vision of careers and jobs differ from most tech companies. via 5by5 | The Critical Path #90: The Praetorian Guard.
2013 will see two billion phones shipped to over 4 billion consumers. Contrary to the common assumption that larger markets sustain more competitors, this rapidly growing market is profitable for only two device vendors.…
In addition to the video (On Capital Spending’s Transformation of the Electronics Industry – YouTube), you can download the presentation used as an iPad Perspective story here. It is a featured story on Perspective App…
My talk at the Arctic 15 conference October 18th in which I review the data on App Store performance and question the viability of intermediaries in content distribution. Reflects and complements my recent Omnivorous App…
Steve Jobs once joked that engineers think Hollywood writers do their work by drinking beer and telling jokes and Hollywood thinks building software is as easy as writing a check for the tech. In reality creating…